the one you see is on obama care. generally obama care is perceived to be positive for hospitals. that's because more insured people, means fewer uninsured people at hospitals. this is a no-brainer and hospitals have benefitted from the perception that it's going to continue. obama care is considered to be negative for hmos because employers and employees might gravitate to cheaper exchange programs that are out there. this is a little troeshl yochl u get more people coming in to the health care roles but generally that's been the trend. if you take this and think this is not as likely as people thought because governor romney did well in the united states, flip it around. and see what hospitals. hospitals have been up. take a look at what the hospitals are doing. ire all to the downside. hmos which have not been doing well or outperforming the hospitals recently, take a look at what they've doing today. all the hmos are to the upside. elsewhere it gets a little bit murkier. in energy, obviously all of them are in favor of as much energy development, both of them, as possible. but